November 2017

Month

Advisor's Edge

3 tips for using macro information

Bottom-up managers share how they stay focused but flexible

By Katie Keir |November 15, 2017

5 min read

Advisor's Edge

Training: Not only for rookies

Veterans explain how they support new team members

By Katie Keir |November 14, 2017

10 min read

Advisor's Edge

Why to report outside business activities

Whether you're a hockey coach or partner in a business, regulators want to know

By Katie Keir |November 14, 2017

4 min read

Advisor's Edge

How an executor can handle real estate assets

Common pitfalls when caring for a property

By James Dolan |November 14, 2017

4 min read

Advisor's Edge

What T+2 means for tax timing

This year, crystallize capital transactions by Dec. 27

By Doug Carroll |November 14, 2017

3 min read

Advisor's Edge

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Advisor's Edge

An algorithm may decide your next compliance review

Software can discover traders’ patterns, behaviours and relationships, all without human instruction

By Simon Doyle |November 14, 2017

5 min read

Advisor's Edge

Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]

By Susan Goldberg |November 14, 2017

3 min read

More from 2017

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